In this episode of Sound Path to Retirement, the hosts discuss the unique challenges and opportunities facing Generation X as they approach retirement. They explore the importance of tax efficiency, the need for a clear vision of what retirement looks like, and the impact of health on retirement timing. The conversation emphasizes the necessity of keeping money moving to combat inflation and ensure financial stability. Listener questions provide real-life scenarios that highlight the complexities of retirement planning, including income strategies and emotional attachments to homes.

Reach out to Ben and Matt at 877-249-6900 or https://soundpathretirement.com/